CIK: 0001542164
申告総資産額
$14.1億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 18.63% | -1.03% | +0.26% | |
| 2 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 10.34% | — | -0.38% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.67% | +0.01% | -0.13% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.52% | +0.06% | -0.02% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 8.48% | -0.04% | -0.10% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.93% | -0.88% | +0.98% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.45% | +0.04% | +1.25% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.23% | +0.01% | -1.52% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.85% | -0.43% | +0.81% | |
| 10 | IWC | Ishares Micro-cap ETF | ETF-その他 | 3.80% | +0.02% | +0.41% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.49% | +0.02% | +0.56% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.53% | -0.18% | +2.80% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.37% | +0.01% | -1.20% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.98% | +0.01% | +1.87% | |
| 15 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.93% | — | +24.39% | |
| 16 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.84% | — | +25.39% | |
| 17 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.84% | — | +25.69% | |
| 18 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.76% | — | +24.77% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.58% | +0.01% | -5.97% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | +0.22% | +5.24% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.31% | — | -13.15% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.31% | — | +26.68% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.29% | — | +6.01% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.28% | — | -2.68% | |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.26% | — | -3.13% | |
| 26 | ✓ | Barclays Bk PLC | 株式-その他 | 0.26% | — | +3.05% | |
| 27 | ✓ | Barclays Bank | 株式-その他 | 0.24% | — | +16.62% | |
| 28 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.24% | — | +3.67% | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.22% | — | -0.74% | |
| 30 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.22% | — | +26.47% | |
| 31 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.21% | — | -2.44% | |
| 32 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.19% | — | +1.75% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.17% | — | +5.08% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.16% | — | +29.94% | |
| 35 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.14% | — | -9.28% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.12% | — | +4.83% | |
| 37 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.11% | — | +4.94% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.11% | +0.26% | +4.98% | |
| 39 | MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | 株式-その他 | 0.10% | — | -5.36% | |
| 40 | ✓ | Barclays Bank PLC | 株式-その他 | 0.09% | — | +0.30% | |
| 41 | VDE | Vanguard Energy ETF | ETF-その他 | 0.09% | — | +0.98% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.09% | — | — | |
| 43 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.09% | — | +4.33% |